Donald

Bertrand

picture of a planner

Here to act in your best interests

About me

I have always felt that the medical profession's Hippocratic oath also applies in the financial industry. I am a fierce advocate for my clients, and more than anything else, I want to do no harm to the individuals and families who have entrusted their life savings to Edelman Financial Engines. Beyond work, I love spending time with my wife Jenn and sons Ryan and Ethan. When I have the time, I enjoy hiking and taking long walks in western Washington.

Education

Bachelor of Arts, History/Spanish - University of Massachusetts

Master of Science, Administrative Studies-Multinational Commerce - Boston University

Visit one of our Locations

Seattle III - Bellevue

10900 NE 8th Street

Suite 1414

Bellevue, WA 98004

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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